Carl
Lamb
Allworth Financial, L.P
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About this Advisor
Carl Lamb is a financial advisor based in San Diego, California, working with Allworth Financial, L.P. Carl has previously held positions at Loring Ward Securities Inc, Lwi Financial Inc, Lpl Financial, Allworth Financial, and Aw Securities. Carl has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Carl is part of Allworth Financial, L.P, which operates out of San Diego, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$19,313,695,523
392
66,085
$292,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carl Lamb Work History
Allworth Financial
Aw Securities
Lpl Financial
Loring Ward Securities Inc
Lwi Financial Inc
Disclosures
Please visit the SEC profile of Carl Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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